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Showing 161 - 170 of 18240 results for "Plan"

Sequoia advances InterPrac takeover talks

KARREN VERGARA  |  WEDNESDAY, 18 MAR 2026
... regarding the Shield Master Fund. The determination related to a client who was a member of the Macquarie Superannuation Plan and lost most of his super after being advised by an InterPrac adviser to invest in Shield. InterPrac denied it was at fault ...

AWAG appoints first head of advice

JAMIE WILLIAMSON  |  TUESDAY, 17 MAR 2026
The Australian Wealth Advisors Group (AWAG) named an inaugural head of advice. David Mazengarb is taking on the role after several years in consulting. Mazengarb previously held roles such as general manager - wealth management at Australian Wealth ...

Treasury proposes advice education standard reforms

KARREN VERGARA  |  TUESDAY, 17 MAR 2026
Treasury is proposing to overhaul the curriculum and learning outcomes for new entrants in financial advice, admitting that current requirements are "excessive compared to other professions". The new consultation proposes the pathway to becoming a financial ...

CALI pushes for advice reforms as Australians turn to AI

RIDDHIMA TALWANI  |  TUESDAY, 17 MAR 2026
More Australians are turning to artificial intelligence (AI) for insurance advice, underscoring the need for the government to deliver on its advice reforms, the Council of Australian Life Insurers (CALI) said. Research by CALI found three in five Australians ...

L1 Group eyes golden returns with new LIC

RIDDHIMA TALWANI  |  TUESDAY, 17 MAR 2026
L1 Group plans to raise up to $1 billion for the new L1 Gold Fund Limited and intends to list it on the ASX with the ticker code LGF. It has invited investors to apply for up to 500,000,000 shares at a price of $2 per share. It expects to commence trading ...

Index managed portfolios still most popular among advisers: North

RIDDHIMA TALWANI  |  MONDAY, 16 MAR 2026
AMP's bi-annual North Managed Portfolios Insights Report found that while private markets are seen as the next growth opportunity for sector innovation, index managed portfolios remain most popular among advisers on its platform. AMP head of portfolio ...

Super tax changes shake HNWs' retirement confidence: Report

JAMIE WILLIAMSON  |  MONDAY, 16 MAR 2026
High-net-worth (HNW) individuals report feeling less confident about their retirement as changes to superannuation and tax settings take their toll. Generation Life's new 2025/26 Navigating Uncertainty Report found heightened taxation of super, like ...

Clime offloads advice business, keeps 10% stake

KARREN VERGARA  |  MONDAY, 16 MAR 2026
Clime Investment Management is offloading its financial advice unit for $6.5 million to an unnamed group but will retain a 10% interest in the newly combined business. Clime Advice, which has $2 billion in funds under advice (FUA), will continue to ...

First Super names acting chief executive

ELIZA BAVIN  |  MONDAY, 16 MAR 2026
First Super has named current deputy chief executive Greg Everett as acting chief executive, effective today. Everett steps into the acting chief executive role following the resignation of Bill Watson in early January. Everett joined First Super as ...

Global X to tap humanoid robotics boom

JAMIE WILLIAMSON  |  FRIDAY, 13 MAR 2026
Global X is looking to bring a Humanoid Robotics ETF to market in the coming weeks. The ETF manager confirmed to Financial Standard it is planning to launch the product shortly but could not specify the date. The Global X Humanoid Robotics ETF was registered ...